Joel Anthony Cavaliere

2 Inverness Drive E. Suite 106, Englewood, CO 80112 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2026-02-02
TX	RA	APPROVED	2026-02-02

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Brookstone Capital Management	Wheaton	IL	08/2020	01/2026
Blue Heron Capital Llc - Dba Used For Brookstone Capital Mgmt	Englewood	CO	06/2020	01/2026
Northwestern Mutual	Fort Collins	CO	05/2019	12/2019
Big 5 Sporting Goods	Littleton	CO	05/2017	08/2017
Colorado State University	Fort Collins	CO	08/2017	05/2018
Big 5 Sporting Goods	Fort Collins	CO	05/2018	08/2018
Colorado State University	Fort Collins	CO	08/2018	05/2019
Colorado State University	Fort Collins	CO	08/2019	05/2020
Colorado State University	Fort Collins	CO	08/2016	05/2017
Blue Heron Capital, Llc	Englewood	CO	01/2026	Present

08/2020 → 01/2026

Brookstone Capital Management

Wheaton, IL
06/2020 → 01/2026

Blue Heron Capital Llc - Dba Used For Brookstone Capital Mgmt

Englewood, CO
05/2019 → 12/2019

Northwestern Mutual

Fort Collins, CO
05/2017 → 08/2017

Big 5 Sporting Goods

Littleton, CO
08/2017 → 05/2018

Colorado State University

Fort Collins, CO
05/2018 → 08/2018

Big 5 Sporting Goods

Fort Collins, CO
08/2018 → 05/2019

Colorado State University

Fort Collins, CO
08/2019 → 05/2020

Colorado State University

Fort Collins, CO
08/2016 → 05/2017

Colorado State University

Fort Collins, CO
01/2026 → Present

Blue Heron Capital, Llc

Englewood, CO

1) Insurance agent for life & health offered through affiliated insurance agency Blue Heron Capital, LLC. Time spent: 56 hours per month.

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-07-27

Other Firms